How to Add Automation in Zendesk

Quick summary

This demo walks you through how to add an automation in Zendesk Admin Center using the Business Rules section. Follow each step to configure conditions and actions, then activate your automation instantly.

Steps

1. In the Admin Center, navigate to the left-side panel and click Objects and Rules.
2. Scroll down to the Business Rules section and click Automations.
3. Click the Add Automation button at the top-right corner of the page.
4. Enter a unique title for the new automation you are creating.
5. Go to the Conditions section and select your preferred conditions from the drop-down menus.
6. Open the Actions section below and choose your desired actions from the drop-down menus.
7. Click Create Automation to save and proceed.
8. The automation will be created and enabled instantly upon completion.